- KeyBank (Amherst, NY)
- …(Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Prior wealth management and trust (eg - eg - ... laws. + Develop and maintain strong, collaborative relationships with mid to senior level management, other internal clients and peers, and internal audit.… more
- SMBC (New York, NY)
- …with a primary focus on organizational design initiatives. + Serve as strategic advisor to senior business leaders, applying enterprise and function strategy to ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- Celonis (New York, NY)
- …to design and build Celonis solutions that ensure a positive return on investment . + **Establish strong, trusted advisor relationships** with customers through ... skills, build lasting client relationships, and establish yourself as a trusted advisor , paving the way for significant career growth within Celonis. **The Orbit… more
- LinkedIn (New York, NY)
- …by delivering measurable business value and results for their customers. This is a senior , high-impact role that requires operating as a trusted advisor to ... + Serve as a recognized industry authority and trusted advisor to the C-suite and their teams, delivering high-impact...buying groups to a common vision, and influence media investment decisions across the marketing mix. + Promote customer… more
- JPMorgan Chase (New York, NY)
- …updated stock plan app), and advice insights via AI. + Collaborate with senior leadership to align product goals with business objectives. **Product Development and ... launch. + Partner with Technology, Morgan Private Advisory, and advisor leadership to build new digital enhancements in the...Fintech firms, with a track record of success in senior leadership roles. + Proven experience in product management,… more
- American Express (New York, NY)
- …to ensure colleagues understand new regulatory obligations. + Act as a trusted advisor to senior leaders, supporting a culture of compliance and accountability. ... collaboration with internal business partners and external constituents including the investment community and supervisors. By leveraging its unique view that spans… more
- Paychex (Queens County, NY)
- …appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to ... Participates in training sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative. + May be required to travel outside… more
- JPMorgan Chase (New York, NY)
- …complex portfolio initiatives on behalf of the business heads. As a key business advisor , this person would also be expected to challenge the business leads and ... the head of Markets CDO as well as three senior business leads with in the team (head of...across the Markets business with in the Commercial and Investment Bank (CIB). In this role, the business manager… more
- JPMorgan Chase (New York, NY)
- …framework to drive adoption and business readiness + Serve as a trusted advisor to senior stakeholders, providing strategic insights and recommendations to drive ... to make a lasting impact on our organization while gaining exposure to senior leadership and honing your skills in driving large-scale, complex transformations. If… more
- City of New York (New York, NY)
- …Your Impact: As Deputy General Counsel for Operations and Legislation, you will be a senior legal advisor for the Agency in support of HPD's procurement and ... billion in new capital funding, bringing the 10-year planned investment in housing to $22 billion the largest in...will also provide legal advice and strategic guidance to senior Agency staff. You will report to the General… more